CIK: 0002053960
Total reported value
$143.4M
Reporting period: 2025-12-31 · Number of holdings: 51
LongView Asset Management LLC disclosed 51 holdings in its latest 13F filing for the period ending 2025-12-31, with total reported value of $143.4M and a quarterly turnover rate of 6.7%.
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LongView Asset Management LLC's disclosed holdings carry a Herfindahl concentration index of 0.090 — mathematically equivalent to about 11 equally-sized positions, well below its 51 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.91), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 2.3 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 7% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim QQQ
-53.2% -$1.5M
Add CVIE
+3.3% $706.2K
Add ARB
+4.4% $465.7K
Add CVLC
+3.5% $490.0K
Trim AAPL
-22.4% -$543.7K
Trim DFSU
-4.2% -$643.9K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 21.44% | -0.23% | -4.21% | |
| 2 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 12.66% | +0.21% | -3.81% | |
| 3 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 8.50% | +0.19% | +0.41% | |
| 4 | ARB | Altshares Merger Arbitrage | ETF-Other | 7.23% | +0.40% | +4.42% | |
| 5 | CVIE | Cal Intl Responsible Index | ETF-Large Cap & Growth | 6.70% | +0.55% | +3.28% | |
| 6 | CVLC | Calvert US L-c Cr Resp Index | ETF-Large Cap & Growth | 5.57% | +0.39% | +3.54% | |
| 7 | CVMC | Calvert US Mcap Core Resp | ETF-Other | 4.51% | +0.13% | +0.97% | |
| 8 | AVSD | Avantis Reps Intern Equi ETF | ETF-Other | 2.86% | -0.12% | -8.49% | |
| 9 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 2.85% | -0.01% | -2.29% | |
| 10 | EMTL | Ss Doubleline Em Fi ETF | ETF-Other | 2.54% | +0.20% | +9.09% | |
| 11 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 2.52% | -0.08% | -1.51% | |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.06% | +0.04% | +1.38% | |
| 13 | AVSU | Avantis Resp US Equity ETF | ETF-Other | 2.06% | -0.19% | -12.60% | |
| 14 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 2.04% | -0.06% | -0.02% | |
| 15 | AAPL | Apple INC | Stock-Tech | 1.83% | -0.36% | -22.42% | |
| 16 | AVSE | Avantis Resp Emerg Mkts Eq-e | ETF-Other | 1.76% | -0.16% | -11.15% | |
| 17 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 1.63% | -0.01% | -4.65% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.05% | — | — | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.97% | -1.03% | -53.22% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.93% | +0.16% | -6.37% | |
| 21 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.63% | -0.04% | -11.62% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | +0.01% | -1.23% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.49% | -0.01% | +3.80% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.49% | — | +6.07% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | +0.01% | -0.41% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | -0.03% | -6.76% | |
| 27 | GLD | Spdr Gold Shares | ETF-Commodities | 0.43% | +0.10% | +16.13% | |
| 28 | FTAI | FTAI Aviation Ltd. | Stock-Industrials | 0.34% | +0.05% | — | |
| 29 | ADBE | Adobe INC | Stock-Tech | 0.28% | — | -0.96% | |
| 30 | EMNT | Pimco Enhcd St M-active Esg | ETF-Other | 0.27% | +0.27% | NEW | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.26% | +0.01% | — | |
| 32 | EMSF | Matthews Em Sustainable | ETF-Other | 0.25% | -0.07% | -19.02% | |
| 33 | ABBV | Abbvie INC | Stock-Healthcare | 0.25% | +0.08% | +44.56% | |
| 34 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.23% | -0.16% | -42.37% | |
| 35 | CSCO | Cisco Systems INC | Stock-Tech | 0.22% | +0.08% | +36.73% | |
| 36 | NULC | Nuveen Esg Large-cap ETF | ETF-Other | 0.21% | — | +8.62% | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.20% | — | — | |
| 38 | ABT | Abbott Laboratories | Stock-Healthcare | 0.20% | +0.03% | +26.38% | |
| 39 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-Large Cap & Growth | 0.19% | -0.04% | -23.89% | |
| 40 | ERET | Ishares Env Aware Re Estate | ETF-Other | 0.18% | -0.02% | -9.09% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.16% | — | — | |
| 42 | AVGO | Broadcom INC | Stock-Tech | 0.16% | — | -2.43% | |
| 43 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.16% | — | -5.97% | |
| 44 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.15% | +0.15% | NEW | |
| 45 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.15% | — | +0.22% | |
| 46 | VV | Vanguard Large-cap ETF | ETF-Other | 0.15% | — | — | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.15% | — | — | |
| 48 | CMF | Ishares California Muni Bond | ETF-Other | 0.14% | +0.14% | NEW | |
| 49 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.14% | -0.12% | -45.26% | |
| 50 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.14% | — | — |
Performance for Q3 2026
+3.1%
Performance Last 4 Quarters
+20.9%
LongView Asset Management LLC's most significant position changes for 2025-12-31: New buy: Pimco Enhcd St M-active Esg (EMNT); Sold out: Tesla INC (TSLA); Sold out: Ishares Trust Ishares Esg Aw (ESGD); New buy: Schwab US Large-cap ETF (SCHX); Sold out: Nuveen Esg US Aggregate Bond (NUBD).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVIE | Cal Intl Responsible Index | +0.6% | +3.28% | Add |
| 2 | ARB | Altshares Merger Arbitrage | +0.4% | +4.42% | Add |
| 3 | CVLC | Calvert US L-c Cr Resp Index | +0.4% | +3.54% | Add |
| 4 | DFSI | Dimensional Int Sus Cor1 ETF | +0.2% | -3.81% | Trim |
| 5 | EMTL | Ss Doubleline Em Fi ETF | +0.2% | +9.09% | Add |
| 6 | DFSE | Dimensional Em Sus Core1 ETF | +0.2% | +0.41% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | -6.37% | Trim |
| 8 | CVMC | Calvert US Mcap Core Resp | +0.1% | +0.97% | Add |
| 9 | GLD | Spdr Gold Shares | +0.1% | +16.13% | Add |
| 10 | CSCO | Cisco Systems INC | +0.1% | +36.73% | Add |
| 11 | ABBV | Abbvie INC | +0.1% | +44.56% | Add |
| 12 | FTAI | FTAI Aviation Ltd. | +0.1% | — | Unchanged |
| 13 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | +1.38% | Add |
| 14 | ABT | Abbott Laboratories | 0% | +26.38% | Add |
| 15 | IVV | Ishares Core S&p 500 ETF | 0% | -0.41% | Trim |
| 16 | JPM | Jpmorgan Chase & Co | 0% | -1.23% | Trim |
| 17 | VIG | Vanguard Dividend Apprec ETF | 0% | — | Unchanged |
| 18 | DFAU | Dimensional US Core Equity M | — | -5.97% | Trim |
| 19 | PG | Procter & Gamble Co/the | — | +6.07% | Add |
| 20 | ADBE | Adobe INC | — | -0.96% | Trim |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | — | Unchanged |
| 22 | AVGO | Broadcom INC | — | -2.43% | Trim |
| 23 | NULV | Nuveen Esg Large-cap Val ETF | 0% | -4.65% | Trim |
| 24 | NUSC | Nuveen Esg Small-cap ETF | 0% | -2.29% | Trim |
| 25 | MSFT | Microsoft CORP | 0% | +3.80% | Add |
| 26 | ERET | Ishares Env Aware Re Estate | 0% | -9.09% | Trim |
| 27 | NVDA | Nvidia CORP | 0% | -6.76% | Trim |
| 28 | EFIV | Ss Spdr S&p 500 Esg ETF | 0% | -23.89% | Trim |
| 29 | AMZN | Amazon.com INC | 0% | -11.62% | Trim |
| 30 | NUDM | Nuveen Esg Intl Devel Mrk Eq | -0.1% | -0.02% | Trim |
| 31 | EMSF | Matthews Em Sustainable | -0.1% | -19.02% | Trim |
| 32 | VGSR | Vert Glb Sust Re ETF | -0.1% | -1.51% | Trim |
| 33 | AVSD | Avantis Reps Intern Equi ETF | -0.1% | -8.49% | Trim |
| 34 | BNDX | Vanguard Total Intl Bond ETF | -0.1% | -45.26% | Trim |
| 35 | AVSE | Avantis Resp Emerg Mkts Eq-e | -0.2% | -11.15% | Trim |
| 36 | DSI | Ishares Esg Msci Kld 400 ETF | -0.2% | -42.37% | Trim |
| 37 | AVSU | Avantis Resp US Equity ETF | -0.2% | -12.60% | Trim |
| 38 | DFSU | Dimensional US Sus Core1 ETF | -0.2% | -4.21% | Trim |
| 39 | AAPL | Apple INC | -0.4% | -22.42% | Trim |
| 40 | QQQ | Invesco Qqq Trust Series 1 | -1% | -53.22% | Trim |
| 41 | EMNT | Pimco Enhcd St M-active Esg | — | NEW | New buy |
| 42 | TSLA | Tesla INC | — | EXIT | Sold out |
| 43 | ESGD | Ishares Trust Ishares Esg Aw | — | EXIT | Sold out |
| 44 | SCHX | Schwab US Large-cap ETF | — | NEW | New buy |
| 45 | NUBD | Nuveen Esg US Aggregate Bond | — | EXIT | Sold out |
| 46 | CMF | Ishares California Muni Bond | — | NEW | New buy |
| 47 | ✓ | Ssga Active Tr | — | EXIT | Sold out |
| 48 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 49 | 1B2 | Bitfarms Ltd/canada | — | EXIT | Sold out |
| 50 | BKKT-WS | Bakkt Holdings INC -cw26 | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2025-12-31 | 2026-02-09 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-10 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-31 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-08 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-04 | 13F-HR | View on EDGAR |
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